Job Responsibilities:

  • Work with clients to develop individualized financial plans for savings, retirement, investments, income protection and insurance.
  • Identify client's financial goals and expectations and assist them in selecting appropriate investment opportunities.
  • Provide excellent, personalized customer service.
  • Proactively reach out to clients to establish meaningful long-term relationships.


  • College Degree
  • 20 – 35 years old
  • Living in the greater Manila area
  • Trainable
  • Can work 2-3 hours a day
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